Welcome to Episode 28 of our podcast, and with me today is Marguerita Cheng. Marguerita is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning and serves as a Women’s Initiative (WIN) Advocate and subject matter expert for the CFP Board.
Welcome Marguerita, it’s great to have you on the show today. Now we could talk about a whole range of subjects relating to finance on which you have a vast range of experience, so I’d like to start with what are the top things to consider for our audience when deciding to secure their financial future.
If you’d like to learn more about how Marguerita can assist you in securing your future financially, you can do so by following these links: